Goal
To efficiently upload multiple transactions in bulk, streamlining data entry and saving time.
Why
Often when getting started with a new system you will have existing data you wish to upload, lease information is a great example of that. We take your static information and bring it to life within your Kato system.
Requirements to bulk upload Transactions
Download our spreadsheet loader
Start by organising your transactions into our loader format:
Important Info: Click download (top-right) to get your copy.
Requirements for a Successful Import
Every transaction should have the below:
Transaction Type
Address Line 1, Town, Postcode
Property Type
Size Size, Metric
Our Acquisition/Our Disposal
Agents
Assignees
We recommend you also include:
Rent or Price
Key dates e.g. Signature Date, Lease Start
Tenant / Purchaser
Send us your data to load
Once you are happy you can send us the transactions via the live chat or help@kato.app, we will ask you to confirm:
You have permission to store this data
We will then send you back any issues we've had with your data before we load it to the live account